MFG

Monumental Financial Group Portfolio holdings

AUM $270M
1-Year Est. Return 25.15%
This Quarter Est. Return
1 Year Est. Return
+25.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$679K
3
+$665K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$627K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$531K

Top Sells

1
+$126K
2
+$107K
3
+$11.9K
4
WM icon
Waste Management
WM
+$11.3K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.62K

Sector Composition

1 Consumer Staples 5.64%
2 Technology 5.53%
3 Healthcare 5.11%
4 Financials 2.62%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.86%
11,260
+391
27
$1.17M 0.84%
2,623
+164
28
$1.17M 0.84%
3,403
+182
29
$1.16M 0.83%
6,964
+348
30
$1.15M 0.82%
4,668
+210
31
$1.15M 0.82%
23,289
+1,200
32
$1.14M 0.82%
5,968
+350
33
$1.14M 0.82%
1,983
+165
34
$1.14M 0.82%
6,221
+562
35
$1.13M 0.81%
6,197
+332
36
$1.13M 0.81%
3,264
+265
37
$1.12M 0.8%
14,526
+1,158
38
$1.11M 0.79%
6,109
+542
39
$1.09M 0.78%
2,191
+138
40
$1.08M 0.77%
5,393
+462
41
$1.05M 0.75%
3,180
+303
42
$1.04M 0.74%
6,591
+722
43
$1.02M 0.73%
15,907
+1,148
44
$667K 0.48%
9,168
+2,285
45
$643K 0.46%
26,376
+2,316
46
$503K 0.36%
5,730
-135
47
$381K 0.27%
2,334
-69
48
$305K 0.22%
+3,630
49
$270K 0.19%
3,368
-95
50
$203K 0.15%
+813
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2
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